Overview
You join the Private Clients Team in Zurich to manage client portfolios and act as the go-to administrator for client accounts. You will anticipate risks through monitoring of compliance indicators and support relationship managers with KYC matters and investment proposals. You’ll ensure smooth account openings and closings while delivering high-level client service in a collaborative, inclusive culture. This role offers exposure to complex structures and a chance to impact client outcomes in a family-owned, sustainable bank setting.
Leistungen / Benefits
- free lunch
- open-office space
- latest technology
- agile environment
- flat hierarchy
- campus feeling
Verantwortungsbereiche
- Take ownership of client portfolio management and prioritize client needs
- Administer client accounts including cash management, transfers, and order execution control
- Monitor risk and compliance indicators to anticipate issues
- Guide and support relationship managers on KYC matters and client meeting preparation
- Facilitate smooth openings and closings of accounts
Zentrale Anforderungen
- Experience in a similar banking role
- Experience with the South African market is advantageous
- Experience onboarding complex structures
- Fluency in English; German a plus
- Strong team-player with high-level client service focus
- Good understanding of financial products and markets
- Excellent IT skills, especially MS Office
- team-player
- effective communication
- customer-centric mindset
- MS Office
- risk and compliance monitoring
- KYC-related processes
Senior Client Associate South Africa (80-100%) in Zürich Arbeitgeber: Bank Vontobel
Als Arbeitgeber bieten wir Ihnen die Möglichkeit, in einem dynamischen und agilen Umfeld in Zürich zu arbeiten, wo Sie aktiv an der Weiterentwicklung unserer Kernbankenplattform mitwirken können. Unsere offene Arbeitskultur fördert kreative Ideen und Teamarbeit, während wir Ihnen durch moderne Technologien und kontinuierliche Weiterbildung hervorragende Entwicklungsmöglichkeiten bieten. Genießen Sie zudem zahlreiche Vorteile wie ein kostenloses Mittagessen und eine zentrale Lage, die Ihren Arbeitsalltag bereichern.
